You can add new supporters at any time from the Supporters section. A supporter without any donations is a called a Potential Donor

💰 Adding "potential donors" is an excellent way to wealth screen supporters without donations. Just add a supporter and then activate a wealth screen from their Supporter Profile


1) To add a new supporter, navigate to Supporters from your sidebar menu. In the top navigation bar in Supporters, click Add New 

2) Enter the information for the new supporter and click Add New Supporter

The required fields for a new supporter are: First name, Last name, and Email address or Physical address.

  • If the supporter is any institution other than "Individual", an institution name will be required, but First and Last Name are not. 




Did this answer your question?